PGIM India Midcap Opportunities Fund vs Mahindra Manulife Mid Cap Fund compare

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Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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PGIM India Midcap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
Fund	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹3994 Cr	₹11326 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	30 Jan 2018	02 Dec 2013
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	116%	82%
Expense Ratio	1.88	1.7
Manager	Abhinav Khandelwal	Puneet Pal
ISIN Code	INF174V01473	INF663L01DZ4
Exits Load	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	PGIM India Midcap Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
1 Month	3.2%	1.46%
6 Month	8.74%	9.49%
1 Year	1.37%	5.18%
3 Year	23.59%	13.35%
5 Year	27.61%	23.72%

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
6 Month	-0.12%	-0.15%
1 Year	5.61%	8.6%
3 Year	16.86%	12.52%
5 Year	19.47%	13.91%

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
1 Year	13.81%	11.87%
3 Year	24.35%	15.39%
5 Year	25.31%	18.35%

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
Standard Deviation	15.36%	13.73%
Sharp	1.04%	0.51%
Beta	0.96%	0.80%
Alpha	0.63%	-5.83%

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
Name	Abhinav Khandelwal	Puneet Pal
Total AUM	₹5522 Cr	₹20950 Cr
Funds Managed	5	19
	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
Others	13.17	9.79
Mid Cap	67.48	66.05
Large Cap	9.78	14.1
Small Cap	9.57	10.06

Scheme Name	Mahindra Manulife Mid Cap Fund - Regular Plan - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
Others	3.95	5.48
Industrials	19.55	19.77
Financial Services	18.36	19.19
Technology	7.06	7
Healthcare	15.04	13.36
Energy	1.29	-
Basic Materials	7.91	10.17
Consumer Defensive	4.93	2.14
Utilities	3	0.91
Communication Services	3.04	2.72
Consumer Cyclical	14.26	16.74
Real Estate	1.61	2.53